Services

We offer a broad range of services to save you time and make your business stand out among the crowd.

Your marketing consultant is like a business partner you don’t have to share profits with. They’ll help you with everything from product recommendations to polishing your sales presentation.Meet our marketers

Our contracting team is here to support you in getting contracted and appointed with our carriers. Our online contracting solution means you don't have to deal with long paper contracts if you don't want to.Easy online contracting

SMS has teamed with WebCE® and PreLicense.com® to bring you convenient online continuing education and licensing exam prep materials. Get high-quality content from industry experts at an unbeatable price.1WebCE courses

New Business Processing

We ensure your applications are processed efficiently and accurately because we know the slightest error can bring the sales process to a halt.

Compliance Alerts

We organize the increasing volume of required compliance communications from multiple carriers into one place. Includes compliance, bulletins, announcements and other insurance-related news regarding the senior market.SeniorMarketAgent.com

Set up custom web solutions at a minimal cost. Sites are designed for insurance agents and financial advisors by web professionals who understand your business.1

Medicare BackOffice®

Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicae BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning. Learn more

1Services available with production requirements or at additional cost.Back to Top

Case Design

We help you analyze each client's unique situation to help find the right products and solutions to help them meet their goals.

Presentation Support

We give you the tools and coaching you need to give successful presentations to your clients.